AI's Android Moment 🤖 Artificial intelligence is evolving at warp speed, with the Industrial Revolution 4.0 reshaping entire industries - in ways that few could even have imagined only a few years ago. Josh Sambrook-Smith and Wendy Chen from GAM Investments’ Global Equities team analyse how investors can capitalise on the transformative shift in the AI landscape, discussing: 🌐 The rise of custom chips and how key players are riding the demand wave 💡 Innovations in transistor architecture and advanced packaging 👨⚕️ 👨🌾 How AI is transforming media, and emerging AI use cases in healthcare and agriculture 🌟The disruptive potential of new AI models like DeepSeek 🚀How a whole new AI ecosystem is developing Read the full article here: https://ow.ly/KJBq50Vf06E #AssetManagement #Investing #ActiveThinking #Equities #AI #IndustrialRevolution4.0 #DeepSeek Marketing Communication | Capital at Risk
Wendy lives and breathes all things AI, covering the global internet sector in her role in GAM's Disruptive Growth & Technology team. So she knows many of these companies inside out, and shared her thoughts on AI-related developments following last year's COMPUTEX event in Taipei. https://www.gam.com/en/our-thinking/active-thinking/active-thinking-20240708"